Series 65: Settlement Options For Insurance Policies

Taken from our Series 65 Online Guide

We have an Audiobook for this text!

Settlement options for Insurance Policies

The insured can choose how the beneficiary will be paid. Here are some of the possibilities:

• Lump sum—The entire amount is paid upon death.
• Fixed amount—The amount is put into an interest bearing account, and the beneficiary receives a fixed amount over regular increments of time until the amount

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: Settlement Options For Insurance Policies, you might also be interested in:

Series 26 - Preservation of Unusual Activity Reports

Series 79 - Chapter 8 Practice Question Answers

Series 24 - Rule 175: Safe Harbor for Statements by Issuers

SIE - Stock Splits

Series 24 - The Prospectus

Series 79 - Chapter 9 Practice Questions

Series 6 - 1.2.1.5.3. Municipal Bonds

SIE - Exchange-Traded Funds (ETFs)

Series 63 - A Last Word Before You Start ...

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I passed my Series 65 today with an 80, first effort! Not only was the material well laid out, but if it's possible, the Solomon prep made the material palatable and understandable. Amazing!!! I have used Kaplan in the past as well as STC, which are both very good, but I chose Solomon because it had audio downloads. With an hour commute, I was able to study during that otherwise wasted time.

Additionally, the "Ask the Professor" and live chat features were excellent!! Questions were answered virtually immediately by personal email from author/owner Jeremy Solomon and he actually called me to help me and cheer me on! I didn't think this kind of customer service and general human kindness existed anymore. He even asked me to let him know personally my results which, thanks to this program, I am on the other side of this very difficult exam.

Thank you Solomon Exam Prep!!!!!

Carol Gallagher, TIAA, Syracuse, New York

I have been extremely happy with your book series. I was able to pass the Series 66 and Series 65 with flying colors on the first try! Thanks again.

Christian Brown, Financial Decisions Group

Well, I finally was able to take my Series 65 and passed with an 85%. I think that the combination of your Series 65 text along with our other vendor made all the difference. It was good to have an additional reference for clarity and in some cases more detailed and straight forward discussion. Thank you for the materials.

Alesia Mullis, Churchill Financial, Louisville, KY

I passed the Series 65 on the first try and I would absolutely give credit to this tool. We all learn in vastly different ways, so having the options available for a study guide, audiobook, video training, flash cards, practice tests - and ALL of the other resources available was critical to my success. I've been out of school for over a decade and remembering HOW to study was hard. I'm so glad I had all of these options.

Ashley Dunning, Inspire Investing. Kansas City, MO

I wanted to add my testimonial to the long list of successful test-takers. Passed my Series 65 today on the first try! The materials were well written and made the concepts easier to understand (especially to someone with no background in finance like myself). I was a big fan of the audio format as I have a long drive back and forth to work (other test prep providers did not have this option). The test simulators were also a huge help. Thanks to the folks at Solomon Prep!

Ralph Marshall, High Speed Alliance, Wilmington DE

I learned the material quickly and passed the Series 65 with flying colors. It was fun to listen while driving, and it was easy to absorb the information—just like being taught by an entertaining young professor!

Chris McConnell, Adondo Corporation, Wayne, PA